AIM
BTO

Advantage Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Advantage Investment Management’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-209
Closed -$6K – 961
2016
Q3 		$6K Hold
209
– – ﹤0.01% 698
2016
Q2 		$5K Hold
209
– – ﹤0.01% 690
2016
Q1 		$5K Hold
209
– – ﹤0.01% 673
2015
Q4 		$6K Hold
209
– – ﹤0.01% 654
2015
Q3 		$5K Hold
209
– – ﹤0.01% 648
2015
Q2 		$6K Hold
209
– – ﹤0.01% 665
2015
Q1 		$5K Hold
209
– – ﹤0.01% 682
2014
Q4 		$5K Buy
+209
New +$4.76K ﹤0.01% 612

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advantage Investment Management's BTO Position: Q4 2016 in Review

Advantage Investment Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2016, closing a stake of 209 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in BTO in Q4 2014 and held it in 8 quarters. The position peaked at $6K in Q3 2016. 48 funds tracked by Wall St. Rank hold BTO as of Q4 2016.

  • Advantage Investment Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Advantage Investment Management sold 209 John Hancock Financial Opportunities Fund shares in Q4 2016, an estimated $6K.
  • Advantage Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2014 and held it in 8 quarters.
  • Advantage Investment Management's John Hancock Financial Opportunities Fund position peaked at $6K in Q3 2016.
  • 48 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2016.

Based on Advantage Investment Management's 13F filing for Q4 2016, filed 17 Feb 2017.